Consilio Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
37,089
+809
| +2% | +$226K | 3.69% | 8 |
|
|
2025
Q1 | $9.38M | Sell |
36,280
-14,423
| -28% | -$3.73M | 3.92% | 8 |
|
|
2024
Q4 | $13.4M | Sell |
50,703
-481
| -0.9% | -$127K | 5.48% | 6 |
|
|
2024
Q3 | $13.5M | Sell |
51,184
-433
| -0.8% | -$114K | 5.57% | 6 |
|
|
2024
Q2 | $12.5M | Sell |
51,617
-44,115
| -46% | -$10.7M | 5.61% | 6 |
|
|
2024
Q1 | $23.9M | Sell |
95,732
-732
| -0.8% | -$183K | 11.2% | 2 |
|
|
2023
Q4 | $22.4M | Sell |
96,464
-2,783
| -3% | -$647K | 11.39% | 2 |
|
|
2023
Q3 | $20.1M | Buy |
99,247
+2,345
| +2% | +$476K | 11.71% | 2 |
|
|
2023
Q2 | $21.3M | Buy |
96,902
+33,050
| +52% | +$7.28M | 11.74% | 2 |
|
|
2023
Q1 | $13.5M | Sell |
63,852
-2,053
| -3% | -$433K | 7.62% | 3 |
|
|
2022
Q4 | $13.4M | Buy |
65,905
+8,022
| +14% | +$1.63M | 8.58% | 3 |
|
|
2022
Q3 | $10.9M | Buy |
57,883
+3,326
| +6% | +$625K | 8.53% | 3 |
|
|
2022
Q2 | $10.7M | Buy |
54,557
+895
| +2% | +$176K | 8.71% | 3 |
|
|
2022
Q1 | $12.8M | Sell |
53,662
-3,145
| -6% | -$748K | 10.04% | 3 |
|
|
2021
Q4 | $14.5M | Buy |
+56,807
| New | +$14.5M | 11.23% | 2 |
|